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Employee Stock:    1. Start Here    2. Stock Decoder    3. Where's my stock?    4. Unclaimed property    5. Admins and Brokers    6. Cost Basis    7. Taxes    Map of Stock Pages


Step 5. Administrator and Broker Issues  

This page is one step of our Stock Recovery Process. There is a link to the next step at the end of this page. If you haven't gone through the previous steps to determine which of six HP-related stocks you should have, start here: Employee Stock

 (Updated Jun 9, 2021.)   Website operated by volunteers. Not officially endorsed or supported. Comments: info@hpalumni.org

Join the HPAA Finance Group.

Stock plan administrators and stock brokerages vary (sometimes dramatically) in how they make gain/loss and cost basis calculations and in what they report to the IRS. Each of the 236 NYSE member firms -- and others around the world -- is expected to read SEC filings, analyze Corporate Action Notices, and update the records they maintain on behalf of their clients.


If you have HP-related stock at any of these administrators or brokers, check for HP-related issues reported by HPAA members: 

5a. Fidelity. Fidelity issues reported by members  

5b. Merrill Lynch. Merrill Lynch issues reported by members

5c. Morgan Stanley. Morgan Stanley issues reported by members  

Next step:  Step 6. Stock cost basis spreadsheets


If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members.


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